Improve client satisfaction by offering an estate settlement solution

Estate settlement is complex and there is not enough guidance available to grieving families. When you offer your clients a tool to help with the road ahead, they feel a sense of care that makes an impact.

We help your clients:


Discover supports and tools specific to your client's situation, including:

  • Available benefits and financial supports
  • Important tasks and timelines
  • Information, forms and resources


Simplify the tasks involved in completing death notification paperwork:

  • Access a personalized roadmap with clear, step-by-step instructions on how to complete each task
  • Avoid repetition of work through form automation
  • Keep records and track progress


Collaborate with everyone involved to ensure efficient communication:

  • Create a support team
  • Share responsibilities
  • Work with professionals

How it Works

Cadence is an easy-to-use software solution that streamlines, organizes and automates the tasks required to settle a person's affairs.

  1. Invite clients and track invitations through the Cadence business platform.
  2. Cadence assesses your client’s unique situation through a simple questionnaire.
  3. Cadence builds your client a personalized roadmap and recommends important tasks, forms and resources.
  4. Your client proceeds through the roadmap at their own pace, accessing useful tools along the way.
  5. Our compassionate, live concierge team is available to answer questions and help clients tackle hard-to-do tasks. 

We help executors and families with:

Government Notifications & Benefits

Subscription & Account Closures

Insurance & Pension Claims

Identity Theft Protection

Probate & Tax Guidance

Helping you do what you do best

We work with professionals and businesses who support clients with estate planning and estate administration. Giving your clients access to Cadence allows you to focus on your specialized services while knowing they are receiving the guidance they need to settle their loved one’s affairs.

We've worked with a range of professionals, including:

  • Funeral service providers
  • Lawyers
  • Financial advisors and institutions
  • Bereavement specialists
  • Executor advisors
  • Insurance brokers

Why choose us?

  Brand Loyalty

Your clients will recognize Cadence as an extension of your brand. They will be deeply grateful you took an extra step to make them feel cared for, becoming lifelong clients and sharing positive reviews.

  Expert Support

By providing accurate and reliable information and access to a team of estate settlement experts, you can trust that your clients will be well supported.

  Competitive Edge

Providing cutting-edge aftercare services makes your business a clear choice to clients.

  Increased Revenue

Partnering with Cadence provides a profitable opportunity for your business.